RIA Intel›Advisers›Maryland›PROVISION FINANCIAL PLANNING LLC

PROVISION FINANCIAL PLANNING LLC

Advisory

Data as of Mar 25, 2026 · Source: SEC Form ADV

Average account

$167K

across 169 accounts

AUM per adviser

$28M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$28M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$28M

Discretionary AUM$28M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients43

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAL, MD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

43 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MD

Closest by assets under management. All figures from Form ADV.

SILVERSTONE FINANCIAL LLC

$28M

BRANDT WEALTH ADVISORS, LLC

$28M

AERIE CAPITAL MANAGEMENT LLC

$28M

WORTHY ASSET MANAGEMENT LLC

WESTMINSTER, MD

$28M

RDK STRATEGIES, LLC

TOWSON, MD

$28M

-99.0% 1Y

PLEIN AIR CAPITAL ADVISERS, LLC

$29M

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